SageView Advisory Group’s Applied Materials AMAT Stock Holding History

SageView Advisory Group’s Portfolio AMAT Stock Details AMAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.7M	Sell	3,739 -265	-7%	-$122K	0.09%	131
2026 Q1	$1.37M	Sell	4,004 -169	-4%	-$56.8K	0.05%	195
2025 Q4	$1.07M	Buy	4,173 +268	+7%	+$64.3K	0.04%	248
2025 Q3	$800K	Hold	3,905	–	–	0.03%	293
2025 Q2	$743K	Sell	3,905 -217	-5%	-$34.4K	0.03%	284
2025 Q1	$598K	Sell	4,122 -485	-11%	-$81.6K	0.03%	308
2024 Q4	$749K	Buy	4,607 +3,022	+191%	+$548K	0.03%	263
2024 Q3	$320K	Sell	1,585 -3,470	-69%	-$712K	0.02%	375
2024 Q2	$1.19M	Buy	5,055 +1,133	+29%	+$243K	0.06%	196
2024 Q1	$809K	Sell	3,922 -3,041	-44%	-$558K	0.04%	229
2023 Q4	$1.16M	Buy	6,963 +2,137	+44%	+$314K	0.05%	232
2023 Q3	$668K	Buy	4,826 +37	+0.8%	+$5.31K	0.04%	278
2023 Q2	$692K	Buy	4,789 +2,689	+128%	+$337K	0.04%	288
2023 Q1	$258K	Buy	+2,100	New	+$241K	0.02%	415

Other funds holding AMAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

SageView Advisory Group's AMAT Position: Q2 2026 in Review

SageView Advisory Group reduced its Applied Materials (AMAT) stake by 6.6% in Q2 2026, selling an estimated $122K and leaving 3,739 shares worth $2.7M. The position accounts for 0.09% of the portfolio, ranked #131.

SageView Advisory Group first reported a position in AMAT in Q1 2023 and has held it in 14 quarters since. 3,509 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

SageView Advisory Group held 3,739 shares of Applied Materials worth $2.7M as of Q2 2026.
SageView Advisory Group sold 265 Applied Materials shares in Q2 2026, an estimated $122K.
Applied Materials made up 0.09% of SageView Advisory Group's portfolio in Q2 2026, its #131 holding.
SageView Advisory Group first reported a position in Applied Materials in Q1 2023 and has held it in 14 quarters since.
3,509 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.